Gary Geraci, President | 617-242-1025 | gary@geracicapital

1. Customized Wealth Building Strategies For Investors Gary Geraci, President | 617-242-1025 | gary@geracicapital.com

2. About Geraci Capital Management • Provides clients with discretionary and non-discretionary financial advisory services • Located at 23 Cook Street, in Charlestown, MA • Founded as an LLC in June 2009 by Gary Geraci and is recognized by the Mass State Securities Board as a Registered Investment Advisor • The company specializes in top-down, tactical asset allocation • Scottrade is the primary broker and custodian, providing clients with accounting, tax, and account maintenance services • A lesser amount of assets are also managed at secondary broker and custodian locations, including TD Ameritrade, Fidelity, and Charles Schwab Gary Geraci, President | 617-242-1025 | gary@geracicapital.com

3. About the Investment Manager • Gary Geraci is the President and Investment Manager at Geraci Capital Management • His investment management style is best described as ‘value oriented’ and ‘contrarian’ • The manager believes that markets are inefficient, often mispricing asset values, providing investors with potentially market beating risk adjusted returns • He invests based on the fact that we are in a secular bull market in hard assets and based on the premise that we are in a secular bear market in financial assets • Mr. Geraci has nearly 2 decades of financial services experience, most notably holding positions as a founder and CFO of a venture backed Internet company, and as a founder and President of an Investor Relations consultancy • Previously licensed Series 7 and 63 at a securities brokerage firm • Mr. Geraci received an MBA with a concentration in finance from Bentley’s McCallum Graduate School of Business in 1999 • Mr. Geraci received a Bachelor of Arts degree with a major in political science and minor in economics from the University of Rochester in 1994 Gary Geraci, President | 617-242-1025 | gary@geracicapital.com

4. Client Benefits • Low Cost Fee Structure: • Discretionary fees are limited to a percentage of assets under management and/or a pre-negotiated flat fee for non discretionary, advisory services • No commissions, loads, or distribution fees charged by Advisor • Discounted transaction costs on trades charged by broker • Individual security and ETF selection, for low cost, efficient, and tactical investing • Peace of Mind – Client assets are held at Scottrade, a SIPC insured, well known financial institution with 3 decades of operating history • Tactical Asset Allocation • Conflict-free Counsel • Unparalleled Client Services • Continuous Access to Market Moving Financial Information: • Market Navigator quarterly investment newsletter • Periodic Inter-quarterlyupdates on tactical investment ideas • Quarterly portfolio tracker updates, including explanations behind additions and deletions to managed portfolios Gary Geraci, President | 617-242-1025 | gary@geracicapital.com

5. Company Differentiators • An economically efficient and low cost transaction model • A unique, macro-oriented, tactical investment strategy • A contrarian, value oriented, and opportunistic view point of the investment process • Flexibly tailored portfolios to meet client risk profiles: • Long and short strategies • Portfolio insurance and alternative investments, including precious metals, foreign currencies, and commodities • Balanced portfolios • Concentrated sector focused portfolios • A rifle as opposed to shotgun approach to investing Gary Geraci, President | 617-242-1025 | gary@geracicapital.com

6. Sampling of Prior Tactical Calls • Profitably shorted long end of US treasury curve (Q3 2009 and again in Q3 2010, Market Navigator) • Inexpensively purchased a basket of dividend paying, US multi-national equities yielding over 5% (Q4 2009, Market Navigator) • Introduced a timely palladium long position (Q4 2009, Market Navigator) • Increased positions in the then under-owned agriculture commodities sector (March 5, 2010, Inter-QuarterlyUpdate) • Identified a buying opportunity in NYMEX crude and increased positions in undervalued foreign oil stocks (May 18, 2010, Inter-Quarterly Update) • Maintained position in the Frontier (NYSE:FTR) shares received from the Verizon (NYSE:VZ) spin-off for several months prior to selling shares at significant profit (July 7, 2010, Inter-Quarterly Update) • Increased holdings of gold and gold stocks, platinum and silver (February 17, 2011, Inter-Quarterly Update) • Increased silver exposure, after 35% correction, May 6, 2011, Inter-Quarterly Update • Significantly reduced equity positions while increasing short exposure, May 16, 2011, Inter-Quarterly Update Gary Geraci, President | 617-242-1025 | gary@geracicapital.com

7. Demographic Breakdown of Client Accounts Holder’s Age: • 14% are < 35 years of age • 68% are between 35 to 45 years of age • 9% are between 46 to 55 years of age • 9% are > 56 years of age Aggregate Family Account Size – 3 Largest: $1.15M, $1.12M, and $750K Individual Account Size – 3 Largest: $890K, $650K, and $358 Account Type: • 14% are Custodial (UTMA) Accounts • 7% are Roth Accounts • 12% are SEP Accounts • 38% are IRA Accounts • 7% are Trust Accounts • 22% are Brokerage Accounts Gary Geraci, President | 617-242-1025 | gary@geracicapital.com

8. Targeting Investable Trends • The gradual disintegration of the US Dollar’s reserve currency status and central role in the international monetary system • The impact of currency debasement on exchange rate volatility and capital flows • The impact of worldwide demographic shifts, climate change, depletion, and supply shortages on commodity and equity valuations • The unintended consequences of misguided government fiscal and monetary policies, including potential funding and currency crises • The destabilizing impact of escalating inflation on trade patterns, civil obedience, and political stability Gary Geraci, President | 617-242-1025 | gary@geracicapital.com